Fiduciary Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $609K | Buy |
2,093
+117
| +6% | +$34.1K | 0.11% | 126 |
|
2025
Q1 | $454K | Sell |
1,976
-185
| -9% | -$42.5K | 0.1% | 130 |
|
2024
Q4 | $475K | Sell |
2,161
-32
| -1% | -$7.03K | 0.1% | 121 |
|
2024
Q3 | $501K | Buy |
2,193
+217
| +11% | +$49.6K | 0.12% | 104 |
|
2024
Q2 | $367K | Buy |
+1,976
| New | +$367K | 0.09% | 148 |
|